Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
11.3 |
$16M |
|
42k |
376.07 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
6.9 |
$9.5M |
|
62k |
154.01 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
6.2 |
$8.5M |
|
111k |
76.49 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
5.8 |
$8.0M |
|
38k |
210.92 |
Vanguard Index Fds Small Cp Etf
(VB)
|
4.8 |
$6.6M |
|
35k |
189.56 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.4 |
$6.1M |
|
15k |
411.09 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.4 |
$6.1M |
|
135k |
45.17 |
Apple
(AAPL)
|
4.2 |
$5.8M |
|
35k |
164.90 |
Morgan Stanley Com New
(MS)
|
4.0 |
$5.5M |
|
63k |
87.80 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
3.0 |
$4.1M |
|
20k |
204.10 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.6 |
$3.6M |
|
11k |
320.94 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.4 |
$3.3M |
|
11k |
308.77 |
Microsoft Corporation
(MSFT)
|
2.2 |
$3.1M |
|
11k |
288.30 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.0 |
$2.7M |
|
6.6k |
409.38 |
Ishares Tr Short Treas Bd
(SHV)
|
1.9 |
$2.6M |
|
24k |
110.50 |
EXACT Sciences Corporation
(EXAS)
|
1.8 |
$2.5M |
|
37k |
67.81 |
Ishares Tr Core Msci Total
(IXUS)
|
1.8 |
$2.5M |
|
40k |
61.95 |
Vanguard Index Fds Value Etf
(VTV)
|
1.2 |
$1.6M |
|
12k |
138.11 |
Amgen
(AMGN)
|
1.1 |
$1.5M |
|
6.2k |
241.75 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.0 |
$1.4M |
|
20k |
71.52 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.0 |
$1.3M |
|
13k |
104.68 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.9 |
$1.3M |
|
5.2k |
249.44 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.9 |
$1.3M |
|
25k |
50.25 |
Amazon
(AMZN)
|
0.8 |
$1.2M |
|
11k |
103.29 |
Colgate-Palmolive Company
(CL)
|
0.8 |
$1.1M |
|
15k |
75.15 |
Coca-Cola Company
(KO)
|
0.8 |
$1.1M |
|
18k |
62.03 |
Mondelez Intl Cl A
(MDLZ)
|
0.8 |
$1.1M |
|
16k |
69.72 |
Danaher Corporation
(DHR)
|
0.8 |
$1.1M |
|
4.2k |
252.05 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.8 |
$1.1M |
|
16k |
66.85 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$1.0M |
|
9.7k |
103.73 |
Honeywell International
(HON)
|
0.7 |
$961k |
|
5.0k |
191.11 |
Ameriprise Financial
(AMP)
|
0.7 |
$940k |
|
3.1k |
306.52 |
Unilever Spon Adr New
(UL)
|
0.7 |
$921k |
|
18k |
51.93 |
Diageo Spon Adr New
(DEO)
|
0.7 |
$915k |
|
5.1k |
181.18 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.6 |
$872k |
|
7.0k |
123.71 |
Blackstone Group Inc Com Cl A
(BX)
|
0.6 |
$863k |
|
9.8k |
87.84 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.6 |
$836k |
|
4.7k |
178.40 |
Illinois Tool Works
(ITW)
|
0.6 |
$790k |
|
3.2k |
243.45 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$750k |
|
15k |
50.66 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.5 |
$738k |
|
14k |
53.47 |
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$651k |
|
5.0k |
130.31 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.5 |
$645k |
|
2.6k |
250.16 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$636k |
|
1.9k |
343.42 |
Procter & Gamble Company
(PG)
|
0.4 |
$610k |
|
4.1k |
148.69 |
Meta Platforms Cl A
(META)
|
0.4 |
$583k |
|
2.8k |
211.94 |
Johnson & Johnson
(JNJ)
|
0.4 |
$549k |
|
3.5k |
155.01 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.4 |
$517k |
|
13k |
40.57 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.4 |
$493k |
|
6.7k |
73.75 |
Pfizer
(PFE)
|
0.3 |
$482k |
|
12k |
40.80 |
Advanced Micro Devices
(AMD)
|
0.3 |
$465k |
|
4.7k |
98.01 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.3 |
$464k |
|
5.5k |
84.02 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.3 |
$443k |
|
2.4k |
183.22 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$422k |
|
1.7k |
244.27 |
Ishares Msci Gbl Gold Mn
(RING)
|
0.3 |
$415k |
|
17k |
25.17 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$404k |
|
4.1k |
97.93 |
Aon Shs Cl A
(AON)
|
0.3 |
$399k |
|
1.3k |
315.25 |
Qualcomm
(QCOM)
|
0.3 |
$396k |
|
3.1k |
127.58 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.3 |
$393k |
|
6.5k |
60.59 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$387k |
|
5.1k |
76.23 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.3 |
$384k |
|
6.3k |
60.95 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$354k |
|
3.2k |
109.67 |
UnitedHealth
(UNH)
|
0.3 |
$354k |
|
748.00 |
472.88 |
Constellation Brands Cl A
(STZ)
|
0.3 |
$349k |
|
1.5k |
225.89 |
Chubb
(CB)
|
0.2 |
$340k |
|
1.8k |
194.18 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$338k |
|
3.2k |
104.00 |
Merck & Co
(MRK)
|
0.2 |
$337k |
|
3.2k |
106.38 |
Netflix
(NFLX)
|
0.2 |
$319k |
|
924.00 |
345.53 |
Abbvie
(ABBV)
|
0.2 |
$317k |
|
2.0k |
159.37 |
Servicenow
(NOW)
|
0.2 |
$310k |
|
667.00 |
464.72 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$305k |
|
2.9k |
105.52 |
Eaton Vance Senior Floating Rate Fund
(EFR)
|
0.2 |
$294k |
|
26k |
11.33 |
Caterpillar
(CAT)
|
0.2 |
$294k |
|
1.3k |
228.84 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$276k |
|
4.0k |
69.31 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$264k |
|
1.7k |
152.29 |
Applied Materials
(AMAT)
|
0.2 |
$264k |
|
2.1k |
122.83 |
Palantir Technologies Cl A
(PLTR)
|
0.2 |
$263k |
|
31k |
8.45 |
Eaton Corp SHS
(ETN)
|
0.2 |
$251k |
|
1.5k |
171.34 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.2 |
$243k |
|
3.4k |
71.52 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$243k |
|
631.00 |
385.37 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$219k |
|
441.00 |
496.87 |
Invesco Exchange Traded Fd T Dynmc Software
(IGPT)
|
0.2 |
$217k |
|
2.1k |
101.47 |
Zoetis Cl A
(ZTS)
|
0.2 |
$217k |
|
1.3k |
166.44 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$213k |
|
744.00 |
285.81 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$211k |
|
366.00 |
576.37 |
Ishares Tr Rus Tp200 Gr Etf
(IWY)
|
0.1 |
$201k |
|
1.4k |
138.93 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$157k |
|
16k |
9.85 |
Semrush Hldgs Cl A Com
(SEMR)
|
0.1 |
$101k |
|
10k |
10.05 |
Scpharmaceuticals
(SCPH)
|
0.1 |
$96k |
|
11k |
9.07 |
Sqz Biotech
(SQZB)
|
0.0 |
$29k |
|
52k |
0.56 |